See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,330 | $64,324+46.6% | $118,925-20.7% | $79,858+18.1% |
| Participation rate | 80.0% | 64.9%+15.1pp | 75.4%+4.6pp | 69.6%+10.4pp |
| Annual return | 15.37% | 86.45%-71.1pp | 35.88%-20.5pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,320 | $1,836+26.3% | $3,263-28.9% | $2,471-6.1% |
| Participant deferral / active EE | $4,832 | $2,824+71.1% | $4,265+13.3% | $3,740+29.2% |
| Admin fee / account holder | $1,321 | $4,040-67.3% | $6,581-79.9% | $5,306-75.1% |